203
203
Sep 29, 2012
09/12
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KQEH
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so if obama gets elected they stay in. if romeny gets elected which he won't then he can't necessarily change it so let's just build that those tax cuts are gonna expire at the end of the year period. the one thing that i can tell you that is very troublesome to me as i look at prices, as i look across as i look at hog prices priced for next summer, i look at cattle prices, i look at grain prices and that is that why is it that we ignore the food and energy component of cpi? so, i could be ben bernanke's speech writer because he says the same thing every time he goes in front of the senate is we don't see any particular problem with inflation. really, we don't corn prices just nearly double in three months. so, how is it there is no inflation? >> reporter: do you get any sense that the ethanol mandate is going to change under either administration under obama or if romney would get elected? >> well is sure seems like the word ethanol has turned into a pejorative and it's not exactly the most positive topic. i just don't kn
so if obama gets elected they stay in. if romeny gets elected which he won't then he can't necessarily change it so let's just build that those tax cuts are gonna expire at the end of the year period. the one thing that i can tell you that is very troublesome to me as i look at prices, as i look across as i look at hog prices priced for next summer, i look at cattle prices, i look at grain prices and that is that why is it that we ignore the food and energy component of cpi? so, i could be ben...
265
265
Oct 3, 2012
10/12
by
WMPT
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eye 265
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it sold off reaply, but how is that an election play? >> well, part of it is our outlook is that we think capital spending will pick up once there's clarity with respect to tax policy and deficit spending. and until we see that, there will be a holdback, which there has been in capital spending. after the election those issues should be resolved so we're looking for very robust 2013 market wise. the other piece of this is we really have not had a steady inflow in equity funds since 07 defight the market performance. and that's not true of fixed income, we expect that to actually come to fruition. >> tom: okay. some money to come off out of fixed income maybe into stocks, with sei. >> absolutely. >> tom: let's take a look at your previous picks, right after valentine's day february 15 we saw you, american capital a private equity public traded company up 30% plus. city national up 9%. do you still like these? >> definitely. believe it or not, american capital still trading at three times earnings, despite its appreciation. and it's a perf
it sold off reaply, but how is that an election play? >> well, part of it is our outlook is that we think capital spending will pick up once there's clarity with respect to tax policy and deficit spending. and until we see that, there will be a holdback, which there has been in capital spending. after the election those issues should be resolved so we're looking for very robust 2013 market wise. the other piece of this is we really have not had a steady inflow in equity funds since 07...
310
310
Oct 2, 2012
10/12
by
KQEH
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that is the big issue around the election. we won't really see action on that until december. >> well, putting all the stuff that we've been talking about in perspective, this is a very confusing time for most investors. and there's a lot of skepticism about putting their money in stocks as you know, money continues to flow into bonds. what is the one strategy or the one theme that you're telling your clients and that our viewers can take advantage of? >> one of the most durable themes in the markets right now we think is a declining dollar based on the fed's policy, based on what is happening in europe as they kind of move toward getting their act together. and then all the risk around the fiscal cliff. a falling dollar means precious metals may be a good hedge for your portfolio. and so that is one of the ways you can at least profit from some of the challenges facing the economy in the fourth quarter. >> susie: real quickly would you put your money in gold, is that what you are saying, whether stocks or the metal itself? >>
that is the big issue around the election. we won't really see action on that until december. >> well, putting all the stuff that we've been talking about in perspective, this is a very confusing time for most investors. and there's a lot of skepticism about putting their money in stocks as you know, money continues to flow into bonds. what is the one strategy or the one theme that you're telling your clients and that our viewers can take advantage of? >> one of the most durable...
90
90
Oct 5, 2012
10/12
by
KQED
tv
eye 90
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what impact will that have on our markets tomorrow and on the election? >> it's amazing this is probably one of the last ones we get to focus on before election. there will be one more before november 2 but as we look at tomorrow's jobs reports it could go either way it is hard for this no to-- number to disappoint the market because we already have monetary policies, i think an upside number would be better for the president, the downside better for the challenger. so we will keep a close eye on that. >> susie: all right that number comes out at 8:30 eastern time tomorrow morning. we'll see what happens. art hoggan, managing director and strategist at lazard capital managements >> reporter: i'm erika miller in new york. there are 12.5 million people in america who are out of work, but still ahead, i'll introduce you to two new york city firms that can't hire workers fast enough. >> tom: the federal government made what it called one of the largest medicare fraud crackdowns today, arresting dozens of people across seven cities, accusing them of cheating m
what impact will that have on our markets tomorrow and on the election? >> it's amazing this is probably one of the last ones we get to focus on before election. there will be one more before november 2 but as we look at tomorrow's jobs reports it could go either way it is hard for this no to-- number to disappoint the market because we already have monetary policies, i think an upside number would be better for the president, the downside better for the challenger. so we will keep a...
144
144
Oct 2, 2012
10/12
by
WETA
tv
eye 144
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the big wild card is the presidential election. >> this is the most difficult year we've ever had to predict our forecast, because there's never been this level of uncertainty in terms of tax and spending policy really in our history. >> reporter: his organization, the national retail federation, is forecasting a 4.1% gain. but the international council of shopping centers is more cautious, predicting an increase of less than 3%. shoppertrak and deloitte fall in the middle. some of the differences can be blamed on conflicting economic signs. higher home prices and stock prices are boosting consumer confidence. >> people are always looking for something to give them a real sort of positive outlook, something to make them feel better. shopping is pretty much one thing to make most people feel better if they can. >> reporter: but job growth is weak, and food and gasoline prices are rising. with so much uncertainty, you can expect to see lots of holiday promotions. but tv ads will come later. >> in normal years, we'd already start to see some holiday advertising taking place now. but bec
the big wild card is the presidential election. >> this is the most difficult year we've ever had to predict our forecast, because there's never been this level of uncertainty in terms of tax and spending policy really in our history. >> reporter: his organization, the national retail federation, is forecasting a 4.1% gain. but the international council of shopping centers is more cautious, predicting an increase of less than 3%. shoppertrak and deloitte fall in the middle. some of...